Unclaimed
Michael Donohue is a financial advisor currently registered with J.p. Morgan Securities LLC. Michael has been in the industry since May 1996 and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63, and 65. Michael has previously worked at a number of other firms, including Commerce Brokerage Services, Inc., BANC ONE Capital Markets, Inc., Nesbitt Burns Securities Inc., and Northern Trust Securities, Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. The advisor works primarily with individuals, but also serves high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
02/15/2024 - Present
J.p. Morgan Securities LLC (Chicago IL)
MO
01/01/2009 - 09/22/2010
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IL
08/04/1997 - 08/04/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
OH
01/07/1999 - 04/05/1999
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
IL
03/30/1994 - 08/04/1997
NESBITT BURNS SECURITIES INC. (CHICAGO IL)
IL
02/21/1991 - 12/31/1993
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 02/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Donohue is the right advisor for you? Invested Better is here to help.